Vendor Details

ProsperWorks

www.prosperworks.com

Founded 2013

United States

About ProsperWorks CRM

ProsperWorks is the #1 Customer Relationship Management Software for G Suite users. ProsperWorks CRM seamlessly integrates with G Suite, gets rid of manual data entry, and is super easy to use. If you can use Gmail, youll know how to use ProsperWorks.
Join the over 10,000 customers love using ProsperWorks and start selling more with the CRM teams love to use, today.

ProsperWorks CRM Reviews
Recently Reviewed!

PW has been a great asset to my team and lead management. It is easily the central hub for my team.

Mar 08, 2018

Brandon Spinazzola

Booking Director

Top Youth Speakers

Events Services, Self-employed

Used the software for: Less than 6 months

Reviewer Source

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

3
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I love how my whole team can see past conversations, emails, and notes in one place. It is also a one stop shop for all of our client information. The Gmail integration is great as you never have to leave your gmail account.

Cons: The Gmail extension does lock up at times where I have to refresh a few times a day. When I go through my daily tasks the web browser portion slows down a lot where I have to refresh that page as well. If you have a task created and select the same date that it is due it takes the date off leaving the task in limbo. It took me a while to realize that I had a lot of tasks getting lost as I like to double check.

Overall: This gave us a central station for all our notes and clients.

President

Feb 15, 2018

JP Carlton

President

Carlton Building Services

Construction, 1-10 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: An overall easy to use CRM system. It is compatible with gmail and allows me to track how often someone views an email

Cons: I need to dive deeper into what else it can do.

Easy to learn and lots of features and functionality

Feb 15, 2018

Peggy Garner

Founder & Publisher

Cypress Lifestyle

Media Production, Self-employed

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

4/5

Overall

4
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Overall I have been very happy with Prosperworks. The system was easy to learn and I love the Gmail integration. I just wish I didn't have to pay for the professional package just to get the email tracking.

Comments: Will keep using for now, but having to go back to Google to attach things is quite annoying. Something that should be improved.

Pros: Full integration with Gmail, Google Calendar and other G Suite products. Many features are directly accessible from Gmail or Inbox. Can pull new leads from email directly into lead management listing. Can enable automated actions.

Cons: Email open alerts can get annoying. Pipelines cannot contain qualified leads.
Email attachments NOT available for templates, which defeats sales purposes.

Too Glitchy and Poor Support.

Feb 08, 2018

Greg Hamblin

director of operations

Raptor Digital Marketing

Computer Software, 1-10 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

1/5

Overall

4
/
5

Ease of Use

3
/
5

Features & Functionality

1
/
5

Customer Support

1
/
5

Value for Money

Comments: Let me be clear, this product has great potential, and is almost good enough. But after multiple bad experiences with support, and an apparently stagnated development calendar, and very serious glitches, I suggest people stay away for a few years till this software can grow up a little.

Pros: What I like is the idea. This should be a great software. But the key features it lacks and the DISMAL support team make it not worth the money.

Cons: 1. Support is terrible. They use zendesk for their support and the people reading the support tickets seem to struggle with helping. Here are a few examples:
a: We changed our domain name. All we needed to do was update our usernames to have the new domain on them. THEY COULD NOT DO THIS. I had to request this change - literally just updating our email addresses - 3 TIMES before somebody finally said it could be done. The first two people just said that it was impossible. The third person said it was do-able but it required adding additional users, and deleting old users, which unassigned all the work.
Is it that hard to update a database?
b. When one user made changes to the opportunity stages, we lost several opportunities even though the software claimed that opportunities would just be moved to adjacent stages. What's the point of sales software that loses track of opportunities?? When I reached out to support they said: "Unfortunately, there is no way for us to recover any deleted records in your account if this is already been accidentally or intentionally deleted by someone. [in other words, this is all your fault, not ours] We recommend exporting your opportunities/records weekly so you have a fresh back up when you need." Again, what's the point of using your software if we are supposed to keep the data on our side and normal use of your software causes it to break? Dumb. Dumb. Dumb.
2. Reporting is totally sales focused and doesn't help at all with regular task and project management. There is no way to see which team members are doing their work, or to generate reports on average time spent on tasks. Some valuable KPI data is not available in the sales related reports, either. Like how about we get a report to show the average time to close a lead? There is so much valuable data that we simply can't access.
3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design.

A powerful and easy to use CRM for my small business

Feb 07, 2018

David Ackling-Jones

Director

Ability Consultants

Management Consulting, 1-10 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Prosperworks is good at what it sets out to do, provide an elegant and Powerful and good value Sales CRM that integrates powerfully with G-Suite.

Pros: I like the fact that it integrates with google email in a seamless way. The CRM runs in a sidebar to my gmail page, and if I however over a person or company's email address in gmail, it takes information from that entity's google account, and email signature into the CRM without manual data entry.
If I relate that email address to a business deal, the CRM automatically grabs the email history from my gmail and adds each email conversation as an activity on that account.
Unlike other CRM's it does not charge you for a high level account if you want to set up multiple "Pipelines" to track different customer types. The price per month plan gives plenty of power. It only allows for 5 custom fields, unless you go for the next plan up, but that is OK for my needs.
Each client deal is called an "Opporunity", and there is a kanban-style board to track the progress of each opportunity through your different Pipelines. This is really easy and intuitive to use.
In summary, Prosper works has a low overhead in terms of initial set-up, and a rapid payoff in terms of gaining rapid control of your sales and customer service process.

Cons: The CRM is fully set up for Sales, but not so well set up for tracking the ongoing service of existing clients receiving a long term service. Once an Opportunity is "Won" the deal is only visible if you manually toggle the option to display "All opportunities" each time.
It would be good to have a few more customisation options.
Also the Task and Reminder system in Prosperworks is not good for me. Instead I use a Zappier integration to set up an initial checklist of tasks when each new Opportunity is created, in Toodledo--a more powerful task managment system. The Prosperworks task management system autmatically transforms every task into a calendar entry which cluttered my calendar in no time.

Work in progress, but overall a solid CRM if gmail integration is a priority

Feb 06, 2018

James Rhee

Assistant to Sales VP

Jaq Jaq Bird

Electrical/Electronic Manufacturing, 1-10 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

3/5

Overall

3
/
5

Ease of Use

3
/
5

Features & Functionality

4
/
5

Customer Support

3
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Intuitive interface, excellent ongoing support and training, convenience of integration with gmail, continuing development which likely means the product will continue to evolve and improve

Cons: The import process lacked some features that would've made the hard work of getting existing contacts into the CRM much easier

They really tried to get me to use it, but it won't integrate like other Google addons

Jan 25, 2018

Julie Pierce

Owner/Broker

Canyon View Real Estate

Real Estate, 1-10 employees

Reviewer Source

Source: Software Advice

2/5

Overall

2
/
5

Ease of Use

2
/
5

Features & Functionality

4
/
5

Customer Support

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Looks like it would be a great help to my business if I could get it to addon like other Google products...like Folio.

Cons: It will not integrate with a business managing email. They want me to pay for 3 different email accounts, when we're just a single team, managed under one email account, with 2 more subset business emails.

Trial

Jan 19, 2018

Daisy Quintero

PA

Mortgage

Financial Services, 1-10 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: It was very easy to understand this product. Very simple and didn't take long to get the hang when it came to sending follow up emails which I love

Cons: Would like to see more custom templates tool to use and help with everyday marketing sent out to the clients

It doesn't get easier to enter your contacts into a CRM than Prosperworks

Jan 18, 2018

Lauren Munar

Marketing ' Technology Consultant

Consulting

Real Estate, 1-10 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: We all live in our inboxes these days, right? This is where the greatness of Prosperworks comes in. All you have to do is roll over the email address of a contact in your Gmail (using the Prosperworks Chrome extension) and with one click, you can add a contact to your database. *Bye* data entry! It's also very intuitive as it automatically asks once you've added someone to your contacts whether you want to create an opportunity or task reminder for that person to ensure that you are monetizing your lead gen and staying on top of potential clients. The system also looks at who you've been in contact with recently and asks if you want to add them to your database. Again, with just one click, you're growing your database regularly. Mass upload of contacts is simple and easy, as is exporting contacts. There are a lot of automation options available such as Mailchimp and virtually anything else that is available to connect on Zapier. Email templates with mergtags are easy to set up. Lots of customization options across the board.

Cons: It doesn't manage duplicates at all, which can be a bit of a drag. Email templates cannot include attachments or HTML. It's easy to lose your place when going down the list of contacts as the page has a tendency to refresh and start at the top as you navigate between contacts and sections. Reminders have limited options for when they are triggered.

I started a new sales team with this CRM and it is better than anything else on the market!

Jan 14, 2018

Erik Leatherwood

Sales Manager

Taabs Ink

Media Production, 11-50 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I was looking for something that could keep everything organized for my salesmen and I wanted something that was like salesforce but cheaper. This was actually better than anything Ive tried and it was much cheaper. I could assign prospects to a team member and follow every step of the way. I could even check the email that are sent out in templates. I can see the activity on each account and I know when there is no activity. The pipeline is simple and very effective. I can easily track all the sales for the entire team in seconds. I can also assign task for each salesperson to do and have an alarm email me upon completion. No opportunity is lost without me getting an email to check on it. The team can upload docs and record all notes without closing the app. We are using a variety of different computers on it. Mac's, PC's, and Chrome books. It also connects right in with my Google G-Suit and all emails to clients are automaticly picked up and recorded in the CRM. Customer support does have a phone number and not just email.

Cons: There have been some minor quirks but they seem to get fixed really fast. If I call customer service I get help right then

ProsperWorks is the Best CRM system I have ever used

Jan 13, 2018

Holly Ensor

Manager

Pet Wants

Retail, 1-10 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Love the fact that I can import and export files from Excel. I love that I can create tasks and then each day I open my calendar up to find out who I need to contact that day. I use the phone app almost daily as I can see all my customer and prospects information and passed notes right on my phone. This is great when I am at events or on the road and not in front of my computer.

Pros: Integrates with Google Products like mail and calendar. Also MailChimp and many other products. Also love, love, love! the phone app!!

Cons: Wish it would integrate with Google Voice. Also have some slow down issues at times. It could be because I have over 2200 contacts loaded into the program.

CRM 1.0

Jan 11, 2018

Cody Harper

Owner

Legacy Acquisitions and Investments

Electrical/Electronic Manufacturing, 11-50 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

4/5

Overall

5
/
5

Ease of Use

3
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Over all I picked this software because it was the easiest to use and did most of what we needed with out breaking the bank .

Pros: I love the ease of use with Prosper works. I personally reviewed all of the big names out there before deciding on prosperworks. They do a great job of keeping it simple and manageable.

Cons: I feel like there are times when features dont exist. They also do not have a very good system set up to help them maintain the security of your data.

Getting Better With Time

Jan 09, 2018

Verified Reviewer

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Pros: Very intuitive for G Suite users. Chrome plugin is robust and easy to use. Overall a seamless interface on most levels.

Cons: No iPad app so on iPad pro the app won't rotate to landscape mode. You can log in using Chrome or Safari in landscape mode but the app would be better.

ProsperWorks

Dec 21, 2017

William Brafford

VP of Business Development

Variable

Computer Software, 11-50 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Suggest considering this for your business. Great experience with the sales person. Was honest with their capabilities.

Pros: Gsuite connection is very friendly. Customizable for us to manage our sales formula. Reporting is strong.

Cons: Not strong in marketing programs & analytics. One year commitment is not ideal but cost makes more sense.

Great CRM for a Medium Size Company

Dec 14, 2017

Jacky Crane

Licensed Real Estate Broker/Owner

Crane Realty

Real Estate, 1-10 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Overall, a great CRM for a medium sized company that is growing. The systems and tools available are intuitive, easy to learn, and ensures that all contacts & pipelines are managed correctly.

Pros: intuitiveness, ability to track leads, organize contacts, setup specific programs & pipelines to manage automating tasks for different parts of the sales process. Great ability to filter what content is seen by what user. Customer service and on-boarding is thorough and readily available.

Cons: The pricing structure is a little on the high end for the month to month option, however, discounts are available for an annual payment.

User-friendly CRM for simple customer tracking

Dec 14, 2017

Sarah Powers

Marketing Specialist

Upside Innovations LLC

Electrical/Electronic Manufacturing, 11-50 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

4/5

Overall

5
/
5

Ease of Use

3
/
5

Features & Functionality

4
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Prosperworks is easy to use. I can upload customer information relatively easily. The platform is sleek and clean looking, so I don't get lost in the jumble of all the different types of customers.

Cons: I can't select multiple companies by using the shift key. Have to manually select all of them.
Every time you enter into a company profile and go back to the full list, you have to start at the top of the list again.

BAD EXPERIENCE

Dec 13, 2017

Frank Walton

National Marketing Director

The Juice Plus+ Company

201-500 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Capterra

2/5

Overall

2
/
5

Ease of Use

2
/
5

Features & Functionality

1
/
5

Customer Support

1
/
5

Value for Money

Pros: Nice layout and slick promotional marketing. It has good reviews for b2b sales. It is not designed for network marketing, which is why I obtained it.

Cons: I had a horrible experience with the company. I am a network marketer. To save money, I bought the yearly plan. I immediately saw that this was not really suitable for network marketing but was more b2b sales people. I asked for a refund having it only a couple of days and not using it. THIS IS VERY POOR CUSTOMER SERVICE. Most companies in a similar circumstance if the customer is not satisfied and did not use the product will usually issue a full refund.
STAY AWAY FROM THIS COMPANY!!

Overall: I did not like this software for network marketing. It did not work. I asked for a refund for the yearly subscription and was turned down with no compensation whatsoever. HORRIBLE CUSTOMER SERVICE. STAY AWAY! I am sure there are other CRM companies that will value you as a customer!

Prosperworks CRM

Dec 12, 2017

Halima Abdel-Hamid

BI & CRM Specialist

Veris

Medical Practice, 1001-5000 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

3
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: The support team is really friendly and don´t stop until answering the needs os the user.

Pros: -Friendly
-Easy to use
-Personalized workflow
-Mailchimp integration
-Fast answers of the support team

Cons: -Integration with the internal database is not included in the plan cost
-The social media information is limited

ProsperWorks for the independent Insurance agent

Dec 07, 2017

Mark Michel

Insurance Agent

CRH Insurance Agency

Insurance, 1-10 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: It's simple, seamless with gmail, the price is right and does what i want in reminding follow ups and tracking quotes and cases and projects for one or multiple agents

Cons: i wish the activity would automatically show up on the task if called or phone. it may well but i haven't looked into it. i know it does on the person

Found everything I needed to centralize opportunities and have a great overview of my clients

Nov 13, 2017

Verified Reviewer

Events Services

Used the software for: Less than 6 months

Reviewer Source

Source: Capterra

5/5

Overall

4
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Links seamlessly with Gmail, actually even allows to follow-up with emails directly in Prosperworks instead of going back to my mail account. It is easy to integrate and allows you to create email templates to save time.

Cons: The number of email templates is limited in the professional plan. To optimize, I have to make bilingual templates and erase the language that I don't need every time I use it. That is a little restrictive.

Overall: Automation and ease of following up with my sales.

It's a joke

Nov 12, 2017

Ryan Meyer

IT Manager

IOFFC

Transportation/Trucking/Railroad, 11-50 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

1/5

Overall

5
/
5

Ease of Use

1
/
5

Features & Functionality

1
/
5

Customer Support

1
/
5

Value for Money

Pros: Cheap, easy to use... sort of... (eg, there's a global search but the filter buttons on the left don't work)

Cons: It lacks pretty much all but the most absolute basic CRM functionality. The reporting is pretty much non-existent, filtering is limited, customization is limited, integrations are limited, etc. I can't imagine any legitimate sales manager in the world operating with the data this provides.

I really really wanted to like this system!

Nov 09, 2017

Jana Rowland

CEO & Founder

Jana Works, LLC

Marketing and Advertising, 1-10 employees

Reviewer Source

Source: GetApp

3/5

Overall

4
/
5

Ease of Use

3
/
5

Features & Functionality

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I was really excited when I came across this system, it seemed like the perfect solution to what we were needing until we actually got into it and found that it just didn't serve our needs. The customer service was great. I appreciated how much time they spent to explain everything but we needed a company to work with us on how to make the system work FOR us. We use everything google so that was very appealing to us with all the integrations. For us to use this system, we would need to pay for others services on top of the monthly rate so it just didn't make sense. We were able to find a solution that works for our needs even though it's something that you wouldn't typically use in my industry. Thanks so much for all the help, ProsperWorks!

Cons: Again - really wanted this to work for us. It's a great system for companies. Unfortunately, it just did not fit within our company and the workflow we need to stick to.

Maybe all CRM's have glitches?

Oct 11, 2017

Mark Knussmann

Vice President

K2K Telecom +

Construction, 1-10 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

3/5

Overall

3
/
5

Ease of Use

3
/
5

Features & Functionality

4
/
5

Customer Support

3
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Never understood how to use Leads Opportunities and Projects....I guess it is the usual problem....highly configurable...maybe business model our company uses needs a more curated set up....we are mfg Rep firm with diverse contact types that are usually inter-related.

Pros: Promise of easy integration with Gmail and easy addition and updates to contacts. Ability to mass upload and edit. Chrome extension with gmail view

Cons: Syncing difficulty with gmail contacts.....and onward to IOS. Inability to read business cards....Quality control issues as users add new data

Gmail's best CRM - with a GREAT onboarding team

Oct 05, 2017

Verified Reviewer

Used the software for: Less than 6 months

Reviewer Source

Source: Capterra

5/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: We really appreciated the team taking their time with us. We are setting this up over a few locations and getting access to training sessions online and via conference call was really great.

We have android phones, are upgrading to Google Suite and are really excited to have a full service INTEGRATED CRM product that is not too expensive and also not too complicated.

CALL LOGGING is amazing!!
The app works really well and this helps us work while on the go.

Cons: We would love to see integration with caller identification software in the future.

Something like TrueCall

Also business card scanning would be amazing.

Overall: Mobile, Simple, CRM
Gmail integration
Call Logging

Prosperworks is an up and coming CRM

Oct 03, 2017

Austin Schmidt

Founder

Marketer as a Service

Management Consulting, Self-employed

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: My cons are things that I think the company will solve for in the coming quarters to years -- nobody can build everything at once. ProsperWorks is a great technology that I highly recommend checking out if you're looking for an alternative to Salesforce or Dynamics.

Pros: I just discovered ProsperWorks this year and have been very impressed. They do exactly what they say they'll do: making CRM easy. The platform is intuitive, and you don't need a PhD in it to be able to customize the system to your business. The integration with the Google Suite is incredible as well. You can manage and update leads right from Gmail, which saves a ton of time.

Cons: Integrations are behind some of the largest players in the market such as Salesforce. Reporting is clean and easy-to-use, but a bit limiting compared to a Salesforce as well. Experienced consultants aren't as easy to find due to the newness of the platform.

Prosperworks is an intuitive CRM that integrates with Gmail, Google Calendar, and Google Drive

Oct 03, 2017

Paul D'Arcy

Director Corporate Development

United Mobile Power Wash Inc

Transportation/Trucking/Railroad, 1-10 employees

Used the software for: 6-12 months

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

3
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: We like how well Prosperworks CRM integrates with Gmail, Google Calendar, and Google Drive. It's convenient and very intuitive. Customer service is always very helpful.

Cons: There are some functionality features that could be improved. But customer service is always very helpful.

Overall: Seamless integration with our existing Google accounts. We save time, money and headaches. It is a vast improvement over our former CRM, Salesforce. The transition from Salesforce to Prosperworks CRM was flawless and handled easily by our IT professional.

Like it's customization

Sep 21, 2017

Charles Zhou

Agent

REMAX

Real Estate, Self-employed

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Worth the money

Pros: Lots way to customize. Like the pipeline. Automation is good. Mailing tracking is good. Tracking tasks are good.

Cons: Needing to use browser based email instead of your local mail program. No iPad app, iPhone only. besides those small bits it seems great

Does a decent job

Sep 13, 2017

Grant LeBeau

Co-Founder

Rickaroons

Food & Beverages, 1-10 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

3/5

Overall

3
/
5

Ease of Use

3
/
5

Features & Functionality

3
/
5

Customer Support

3
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I thought that Prosper Works does a pretty good job of keeping everything organized. I just don't like going back and forth between the Gmail and Prosper Works. It would be better if I could write emails from within Prosperworks.

Cons: Didn't love the mobile options.
I use a gmail integration app called Boomerang that bring up older, unresponded to emails. There was a lot of overlap between Prosperworks and Boomerang as I was using it.

Great CRM!

Aug 18, 2017

Phil Spiegel

National Sales Manager

Maple Valley Cooperative

Food & Beverages, 1-10 employees

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Great product, good value.

Pros: Integration with GMAIL and very intuitive. Makes it so you don;t have to think so much about the details as it grabs most of them for you.

Cons: Automated Tasks a little clumsy, GMAIL interface is a little dominating and have to click it to clear it so that I can read my email.

Fantastic, modern CRM that my team enjoys using

Aug 16, 2017

Brian Burton

Co-Founder & Co-CEO

Instinct Dog Behavior & Training LLC

Consumer Services, 11-50 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Usability is awesome. My team loves using it. We also integrated it with Ring Central and that has been a huge bonus (and the main reason why we chose them). Their Zapier integrations are quite good and was easy to integrate with our other systems for workflow management.

Cons: It's new, which means sometimes it's not as configurable as others. But that also means that it's easy to setup and use.

Overall: Improved process/client workflow management

Easy to use and product continues to add features

Aug 09, 2017

Jay Werth

Owner

Carolina Partner

Fund-Raising, Self-employed

Used the software for: 6-12 months

Reviewer Source

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I really like the way that Prosperworks integrates with Google Calendar and Google Mail. I'm able to schedule meetings on my calendar from within Prosperworks and it tracks my email correspondence with each contact and other activities as well. Easy to import contacts. Really like the ability to custom fields for the sales process and to provide tags to prospects and clients.

Cons: I would like to see more discrete data by activity type. Primarily can only get the number of times an interaction has occurred within the universe of a contact type. Would like to be able to drill down with more specifics, like the type of contact and text of notes written.

Overall: Tracking my activity with prospects.

Easy CRM with great G suite compatibility

Aug 08, 2017

Andreas Randløv

AdWords & Online Marketing Specialist, Partner

AdNudging.com ApS

Management Consulting, 1-10 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Fits with G suite and all Google products. I use Inbox by Gmail in which prosperworks has an extension which works well. It is a very polished product and what it does it does well.

Cons: Could use a bit more features like time tracking, better and more custom rules, and the pricing is a bit high.

We have been using prosperworks as our main app for CRM and customer database

Jul 21, 2017

Miguel Santos

IT Responsible

OK Estudante

Education Management, 11-50 employees

Used the software for: 1-2 years

Source: Capterra

3/5

Overall

2
/
5

Ease of Use

3
/
5

Features & Functionality

4
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I think the integration with other apps is the best thing about this software, specially the integration with google services, plus it give a good value for the money we pay

Cons: It is very limited, because it is too general, and it is really hard to customize for your specific problem or business

Overall: The price is good for the service and it will fulfill most of the basic needs of a small business

G-Suite Integrated CRM

Jul 14, 2017

Kevin Pledge

CEO

Acceptiv

Management Consulting, 1-10 employees

Used the software for: 1-2 years

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Pricing is great for small companies. We want a solution that can expand by users, but we don't want something that becomes significantly more expensive as additional users are less critical. We feel this is a great solution to include support staff on.

Cons: Only integrates well with one G-Suite account per user, you can have more than one account, but only one integrates seamlessly. This has been a problem for me as I am merging two companies and want to keep both brands.
No tablet app on Android.

Didn't fit our company requirements

Jul 05, 2017

Frederik Bohn

Head of Business Development

Honeypot

Computer Software, 11-50 employees

Used the software for: 1-2 years

Source: Software Advice

1/5

Overall

2
/
5

Ease of Use

2
/
5

Features & Functionality

1
/
5

Customer Support

2
/
5

Value for Money

Pros: Fairly versatile - different departments could use it for a number of tasks.
Collects all the data you have.

Pros: The ease of adding contacts is great. You don't have to waste a ton of time with data entry. It's easy to use and intuitive.

Cons: I don't believe you can text contacts from the phone app, would like to be able to do that. We have had some issues with the way the contacts sync with our Google contacts - the type of phone number doesn't get relayed so you aren't sure if the number is a work or cell phone.

Easy to use

Jun 19, 2017

Bob McCormick

Director of Fleet Operations

Fleet Management Group

Transportation/Trucking/Railroad, 1-10 employees

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: I use it mainly as catch all, keeps all my contacts, notes, emails in one place, always ready when I want to escalate

Pros: The software is so easy to learn and use, very simple all my contact information as well as notes and emails in one place

Cons: Does not have email tracking unless you go up a level and the price difference to get that one feature is prohibitive

BEST CRM DATABASE

Jun 16, 2017

Cheyenne Leonard

New home Sales

AllenStyle Homes

Real Estate, 1-10 employees

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: By far, THE BEST CRM database to exist. I never thought anyone would be better than lasso until I ran across this software.

Pros: 1. #1 Google Recommended CRM
2. You have a Dashboard AND can add prospects straight from your email account
3. Customer Service is phenomenal!! They give a really great demo on the product, as well.
4. Even partner with MailChimp for mass emailing

Most Intuitive CRM To-date

Jun 12, 2017

Daryl Klingaman

Director

Disruptive Advertising

Marketing and Advertising, 51-200 employees

Used the software for: 6-12 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Prosperworks is so seamlessly integrated with Gmail--this platform was a blessing from heaven. It is apparent this was created by a sales person who is in the day-to-day grind--not some cumbersome CRM created by a software developer who has never sold a day in their lives.

Cons: The only downsides we found with the software is:
-Reporting--was not as overarching as the reporting capabilities in CRMs we're more used to.
-Integrations--does not take the cake in terms of integrating with outside platforms (AdWords, ERPs, landing page tools, etc.)

Lots of Features, no phone support

Jun 09, 2017

Aaron Levin

Notary

Self-Employed

Real Estate, Self-employed

Used the software for: Less than 6 months

Source: Software Advice

4/5

Overall

4
/
5

Ease of Use

5
/
5

Features & Functionality

3
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I really enjoy how this connects with the Google Suite so I don't have endless duplicate contacts, I also like how it pulls all the data from people's signature and social media, so I don't have to go hunting for it

Cons: I don't like there isn't any phone support when first starting out, you have to search the problem database and comments of how to solve problems are not visible

Easy to use for complete overview

Jun 08, 2017

Nicola Peroni

IT Manager

Riva del Garda Fierecongressi SpA

Events Services, 11-50 employees

Used the software for: 6-12 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Full integrated with G suite, mailchimp. Good mobile app. Easy to use for everyone. Not too many features.

Cons: At the moment I can say nothing bad about it. Maybe it could be a bit cheaper. Sidebar in gmail too big

Pros: ProsperWorks - lent itself very well to our start up organization. It allowed us to choose a highly functional CRM system that we could customize out of the gate and get things organized while not being afraid of the need to scale things significantly in the future and having to re-start things with a new more "sophisticated" system. The integration with Gmail - makes it a tool that completely transforms our organization's ability to adopt a comprehensive sales and customer management approach.

Cons: Perhaps some additional reports could be offered in the set reports offered. Particularly in quantifying the leads obtained and their translation to opportunities and sales.

ROI in before the free trial is over.

Jun 03, 2017

Verified Reviewer

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The graphical interface that lets you manage where customers are in your pipeline is the best feature. It lets me see every open opportunity at a glance and move them around with no problem.

Cons: I'm trying to think of one hard thing to set-up but it all integrated with my Google workflow pretty well. If I had to get nit-picky then maybe they could include task automation in the starter package that I bought?

Disappointing Customer Support

Jun 03, 2017

Ashley Spencer-Smith

Owner

Consilium Careers

Writing and Editing, 1-10 employees

Used the software for: Less than 6 months

Source: Capterra

4/5

Overall

5
/
5

Ease of Use

3
/
5

Features & Functionality

1
/
5

Customer Support

3
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The gmail integration is fabulous if you are a gmail user, however other integrations are limited to going through Zapier, which seems great until you actually try to set up what you are needing. Then not so much...

Cons: Customer Care is a bit lacking. As one other reviewer put it... it feels like once they have your money, they are less motivated to prioritize your needs.

Overall: Gmail integration... but that was about it.

Ideal for sales teams that operate in G Suite

Jun 01, 2017

Brad Eisenberg

Self-employed

Source: GetApp

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Hands down ProsperWorks is the most well integrated CRM with Google Suite. The built in integrations means a ton less manual data entry, and GMail side bar make accessing contact and opportunity info quick and easy.
I also really like the elegance and simplicity of the user interface and user experience across the side bar, web app, and mobile app. A particularly stellar features is the board layout of opportunities in the web app that makes project and pipeline tracking incredibly transparent.
Lastly, their customer service is stellar. Within 10 mins of signing up for a free trial, I received a call from their support team and scheduled a demo with an account rep that has been extremely helpful and accessible throughout.

Cons: ProsperWorks is a CRM and only a CRM. While this may work great for sales teams, it may fall short for teams that manage and execute on projects throughout the entire life cycle who may require more robust project management, data capture, and reporting features. Integrations with other project management softwares are available through apps like Zapier, but it would be nice to have a bit more project management & reporting features under the hood.

Good CRM for Gmail

May 30, 2017

Verified Reviewer

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: It could be suitable for Google Gmail Apps,so we like this function very much.
It could be easily connected with Youtube,Facebook,linkedin etc.

Gmail integration and pipeline automation -- freaking sweet.

May 25, 2017

Geoffrey Ludt

Payroll Service

Ludt Payroll

Used the software for: Less than 6 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I like that it automates our sales pipeline tasks. We move an opportunity through the pipeline and it automatically generates tasks as we go.

Cons: I don't like that it doesn't integrate with Zendesk. We handle all of our support from Zendesk and when an email is sent through Zendesk, Prosperworks doesn't pick that up and add it to the contact's record.

Pros: Integrates with Gmail, outlook, mail chimp and others. I can customize the fields. I can record phone calls, emails, notes and orders all in one place.

Cons: Would love it to integrate with Google Voice. I use Google Boice to text from my computer. It is 90% of how I do my follow up.

Loving the Prosperworks as a Real Estate CRM

May 22, 2017

Bob Edwards

Client Care Specialist

Coldwell Banker TREG

Used the software for: Less than 6 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Most Real Estate CRM's are expensive, complicated or both! Prosperworks is easily customized and user-friendly plus it's built around Google and along with other integrations, this is exactly what we were looking for.

Great App for Small Busiensses

May 19, 2017

Verified Reviewer

Renewables & Environment, 11-50 employees

Used the software for: Less than 6 months

Source: GetApp

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The integration with Goole makes this AWESOME! I found myself using gmail from the website WAY more. I love not having to leave my email to do most things.

Cons: The reports could be more substantial. Also, I really REALLY wish I could do on and offline marketing campaigns within the system.

Good Products for Small Business

May 19, 2017

Cassandra Ramirez

Office Manager

LED Source DC

Construction, 1-10 employees

Used the software for: Less than 6 months

Source: Capterra

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I like the fact that it follows basics Salesforce knowledge. If your company is downgrading from salesforce or think you may upgrade to it it is a good product.

The customer service was excellent. I was able to get live people to help me get started and they even took feedback on my experience to be better for other future users.

Cons: The reports could use some work. You can export out detail, but I thought better in-app reports should be available. Also, would love if they built out the capability to manage and execute on AND offline marketing campaigns. One less app to bring to the party would be great.

Overall: Ability to manage my sales and fulfillment cycles.

Amazing Customer Service

May 18, 2017

Reuben Wurtz

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: So easily integrated with gmail that w had to switch to ProsperWorks. Love how amazing the customer service is to help you get up and running in no time!

Cons: There is nothing that I would say that is a con. I would say that maybe if I could change the fonts and themes that would be great?

I love this software

May 18, 2017

David Whitehead

CEO

Wasatch Front Community Publications Inc.

Marketing and Advertising, 1-10 employees

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I have enjoyed using ProsperWorks because it can be customized to meet my needs. I have a very specific way I like to prospect and record my interactions with my clients. ProsperWorks allows me the flexibility I need. The support has been great also.

Pros: My account executive is one of the best I have dealt with on any product or service in the twenty plus years I have been in business. I know he doesn't get it done on his own as he will reference how supportive his team is. I run several small startups. Seamless integration into and with our daily workflow is crucial. ProsperWorks makes it easy.
I know that Google is a client of theirs. The nice part is that they treat me as professionally as they do Google. I guarantee it.

Fantastic solution with all the necessities

May 11, 2017

Josh Jaeger

Director of Business Development

Punch Through Design, LLC

Mechanical or Industrial Engineering, 11-50 employees

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Very happy with ProsperWorks - it takes the "work" out of using a CRM and really enables sales people to focus on making sales!

Pros: Great functionality right out of the box, easy to customize, great reporting functionality, excellent Chrome extension, seamless integration with Gmail. Excellent value.

Cons: There's no ability to schedule revenue recognition for single opportunities. There's also no native iPad app, and the interface on Safari and Chrome on iPad doesn't scroll very well from left to right for pipeline review.

Prosperworks wins our CRM Search

May 11, 2017

Verified Reviewer

Information Technology and Services, 11-50 employees

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: One of the best. Good integration with G-Suite and highly customiseable interface, Simple to use and gets good feedback from the team

Cons: Could be improved by including some features that should be standard require an upgrade to the next level to get them.

easy to use; easy to fit

May 10, 2017

Tiana Bian

Marketing Director

BlackbirdTrading

Consumer Goods, 1-10 employees

Used the software for: Less than 6 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: The home page is like, don't need to think of which function will be where. easy to find everything.

Cons: only fit for gmail, cause we start using Office Outlook for emails quite a while, so difficult to change.
In order to fit the email tracking, so we can not use PW email tracking, and cannot integrate it. little pity. but other than this, everything is fine.

Overall: follow up customers in a much efficient way;
see what teammates do for better working;
forecast how many is coming
report function

I'm still learning

May 09, 2017

George Katsinis Jr

AFCPE Accredited Financial Counselor

Freedom Spending Plans

Management Consulting, Self-employed

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Easy to create your own pipeline steps. Links very easily to google email application. Phone app works well with similar look and feel.

Cons: I'm still learning how some fields relate to a prosprct record.... notes, tasks, etc. I need to spend more dedicated time learning it.

Streamlined data input, clean design, great API

May 08, 2017

Brian Mauger

Sales Director

Shoflo

Events Services, 11-50 employees

Used the software for: Less than 6 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Gmail extension is really all you need for data input. Very clean design. I love the Google Sheets add on and all of the triggers and actions you can set up with Zapier. I have used many CRMS (pipedrive, base, close.io and salesforce) and recently compared prosperworks head on with Salesforce - prosperworks ultimately won out due to ease of set up and the gmail extension.

Cons: We have a lot of legacy prospects and so it's helpful to see emails from 12 months or older from other reps at our company, unfortunately those emails don't get pulled in to the contacts activity history if older than 12 months.

Overall: More Awesomeness for my sales team

Hands down the most convenient and integrated CRM for GSuite.

May 07, 2017

Noah Henscheid

Design, Self-employed

Used the software for: 6-12 months

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Its fluid, completely built-in functionality with GSuite (formerly Google Apps for Work) is what sets ProsperWorks apart from its competitors.

Cons: I wish their full email sync was included for all plans. In order to get away from the BCC version of email saving (which is still pretty easy), you have to pay for their Pro plan.

PW is intuitive and logical. The right prompts and simple keystrokes to collect vital information ab

Cons: PW is currently looking in to effective 2 way contact sync. I am currently paying another 3rd party supplier for this feature. it would improve my workflow if collecting details to "write up" in PW was not required.

Cons: Getting recurring notifications on anything but a consistent schedule.
Only one format for exporting data

So far so good

Apr 25, 2017

John Smith

Owner/Operations manager

JC Smith LLC

Construction, 11-50 employees

Used the software for: Less than 6 months

Source: Software Advice

4/5

Overall

5
/
5

Ease of Use

3
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Sales team is knowledgeable, and helpful.

Pros: Pipeline and reporting

Cons: Room for improvement with customization, for our construction business. Integrations are weak. We use xactimate and I would like to see more that just a calendar for scheduling. I would like to be able to schedule production with Prosperworks. I am manually working a schedule for the production staff.

Killer app

Apr 24, 2017

Adam Kryder

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: extremely easy to implement. easy to work with, easy to train others on. I could not have found a better solution to solve the necessities for my business expansion.

Cons: I haven't found many cons yet. As always internal implementation on changing crm systems is always a task.

Makes customer tracking easy

Apr 23, 2017

Rande Cherry

FluxTeq

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

Comments: Prosperworks integrates well with Google gmail in chrome and easily gathers customer information while allows you to track their status

Great CRM

Apr 21, 2017

Mohamed Nazir

Network and System Engineer

Community Services Tablelands Inc.

Non-Profit Organization Management, 11-50 employees

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Integration with google apps & no installation needed. It also capture information easly from gmail and contact information

Cons: A lot of emails during trial period, setting it to suites your needs take some time & it also require some time to get used to it.

It rocks so you can rule

Apr 20, 2017

Morgan Camu

Participate

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Comments: I chose PW from an original list of 30 possibilities. I had a list of "need to haves" and "nice to haves" and PW killed it on the former and kept adding to the latter as I got to know their product better.

Not only that; it was an enjoyable experience! I got gold standard service from the minute I requested a demo and continued to be impressed by PW's ability to tailor everything to what I needed.

Seamless integration with gmail and google contacts.

Apr 20, 2017

Chuck Wood

Sales Engineer

Cata Enterprises

Machinery, Self-employed

Used the software for: Less than 6 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

3
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Google integration

Cons: More reporting options and export for Activity Logs

Overall: The auto integration with gmail and google contacts is a godsend. Also easy ways to import or export from/to iPhone contacts. Would like more options to export activity logs

Change of CRM to a user friendly model

Apr 17, 2017

Adam Renouf

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Google interaction, ease of use to personalise, online support, overall look and feel, automatic prompts (after you set them)

Cons: Nothing at this stage, I like the functionality for mu business. I am a single user not multiple users.

Great Idea, Now 's the Time for Execution

Apr 17, 2017

Clifford Blodgett

Director of Digital Marketing

CreativeOne

Financial Services, 201-500 employees

Used the software for: Less than 6 months

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

2
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Ease of use, integrations.

Cons: Customer support, customer feedback, training.

Overall: Love the idea. Love the integrations. But for instance, they promote a Slack integration, our's has been broken for a week now and they say they will fix it in the next iteration... next week.

Recommendations to other buyers: Learn it on your own, they won't seek you out.

Awesome tool, very easy and smoth
transition. My staff is very excitted using it

Apr 15, 2017

Susan Carrasco

Healh One Corp

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Comments: Excellent and easy to use, a lot of tools available to learn to maxime the knowledge.
Training is also available at hand.

Excellent

Apr 15, 2017

Susan C Carrasco

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Very easy to use, the support team is very proactive and enthusiastic to make sure you understand how to maximixe the use of the service.

Cons: Nothing, i still havent found a thing to say this is the least item i dont like about it.
I would definitely recommend it.

Perfect Solution

Apr 14, 2017

Verified Reviewer

Health, Wellness and Fitness, 11-50 employees

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Saves hours of time because integrates with Google gmail and eliminates rework.
Very efficient to have the follow-up tools and access to calendar.

Cons: Always takes a minute to learn a new system but this is super user-friendly. Easy videos and free trial help to quickly learn all of the tools.

Game Changer for our Company

Apr 14, 2017

Verified Reviewer

Leisure, Travel & Tourism, 11-50 employees

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I was searching for a lead tracker CRM that was easy to use and had a familiar style to what my team was used to working with. Prosperworks has been the solution with it's integration with G-suite. It has been a great tool for us.

Cons: Demo shows full features which is are much more than the advertised price. It would be better to show what you are working with at the first price point for a week then open up the other features for trial or vise versa, so you get an understanding of what you are missing.

A Game Changer for our Company

Apr 14, 2017

Matt Brown

Luxury Rental Group

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Comments: I was searching for a lead tracker CRM that was easy to use and had a familiar style to what my team was used to working with. Prosperworks has been the solution with it's integration with G-suite. It has been a great tool for us.

Spend all day in gmail? This CRM is for you!

Apr 11, 2017

Chris Waugh

Partner

Connect Think

Information Technology and Services, 11-50 employees

Used the software for: Less than 6 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Works with gmail, looks like gmail, makes adding people and leads easy to do. Charts and graphs? They got em.

Recommendations to other buyers: Feel free to reach out to their great support staff to help you with setup of this application. There are a lot of features that benefit from hindsight.

Spend all day in Gmail? This is the CRM for you!

Apr 11, 2017

Chris Waugh

Partner

Connect Think, LLC

Computer Software, 11-50 employees

Used the software for: Less than 6 months

Source: GetApp

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

4
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Works with gmail
Looks like gmail
Makes adding people and leads easy to do
Charts and graphs? They got em.

Cons: Jumps to my user in gmail to often which isn't helpful. Some features do require a support person to help set them up.

Great CRM product

Apr 10, 2017

Holly Ensor

Manager

Pet Wants Springfield MO

Retail, 1-10 employees

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: I love this CRM product. It integrates with my gmail and my google calendar. I use it daily.

Pros: Integrates with gmail and google calendar

Cons: Does not link to google voice

Prosperworks

Mar 31, 2017

Verified Reviewer

Hospital & Health Care, 1-10 employees

Used the software for: Less than 6 months

Source: GetApp

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: It is integrated with Gmail. I am able to import leads easily and it has great forecasting windows. I like how it automatically asks to include the contact when you receive a new email. It is very customized.

Cons: I do not have the ability to generate quotes or invoices. My last CRM had that option and it was quite useful. If they were able to integrate with Xero this would be even better.

A very helpfull CRM

Mar 16, 2017

Eliezer De la garza

sales manager

FORM

Packaging and Containers, 51-200 employees

Used the software for: Less than 6 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Great customer service, a CRM that has everything you need and nothing else, you pay for what you need. I will continue working with this CRM and get more accounts for the rest of the team

Phenomenal Tool

Mar 13, 2017

Nate Olson

Pavement Consultant

A&A Paving

Construction, 11-50 employees

Used the software for: Less than 6 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Google Suite integration, simple user interface, great training to get our team up to speed.

Cons: No internal automatic email, however using the Zapier integration and Gmail we have that option.

Overall: After trying several other options, we did not believe that the tool for us existed and we were considering developing our own software. After finding ProsperWorks, we have had all of our needs met at a price that doesn't break the bank. The Google suite integration and the ability to "bolt on" to just about any other program with the use of Zapier makes it incredibly easy to use with any programs that you are currently using.

First time user of CRM software

Mar 04, 2017

Chuck Wood

Cata Enterprises

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

3
/
5

Customer Support

4
/
5

Value for Money

Comments: I have never used any CRM software. Prosperworks is easy set up and use. I like the functionality of importing and exporting to iPhone and Google contacts. My next item is to connect Google Calendar with Prosperworks.

Perfect CRM Solution for Our Small Business

Mar 01, 2017

Tyrone Botelho

Co-Founder

CircleUp Education LLC

Management Consulting, 1-10 employees

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

4
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: We started exploring CRM's in October and were drawn to Salesforce because this CRM what our peers and mentors were encouraging us to use. We downloaded the sample software and were immediately overwhelmed by the complexity of the program. We saw how Salesforce may be great for a super big business but for our small consulting firm with 4 employees it was too complex. The initial appeal was that Prosperworks linked pretty seamlessly with our Google Enterprise suite and was so so so so SO easy to set up! It has been about two months now and we are already feeling the ease lifted from our shoulders. We were managing all of our clients using spreadsheets and in doing so where missing invoices, forgetting important details and not following up! Now we have automated task to remind us of things and thanks to integration with Zapier, its like we have an entire team of online robots supporting us!

Pros: The look and feel = it's not intimidating and actually is easy to use
The integrations have been really helpful (we are waiting for the quickbooks integration with excitement)
We say immediate results in our reduction of stress and increased capacity within 2 weeks.

Cons: A better google calendar integration would be really helpful
Customer Summer has been helpful but it some of the employees need to really brush up on their skills, meaning that they did not know answers to some of the basic features.
Ability to customize home screen more would be great!

Prosper works review

Feb 25, 2017

Amy Talty

Sales Rep

Star Connection

Consumer Services, 11-50 employees

Used the software for: 6-12 months

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I love how easy it is to keep everything organized.

Cons: I don't like that you leads platform and your opertunity are separate.

Overall: I love this product. It makes keeping track of leads a breeze and gives you reminders of callbacks. It also integrates with Google.

Recommendations to other buyers: This is a great program for keeping track of opertunity and I love that I can share leads with others in the company.

Easy,peasy

Feb 24, 2017

Sandra Trimble

Office Assistant

The Bucket List Home COmpany

Construction, 1-10 employees

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

3
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: My husband is the primary user of the software, but we both are impressed with the ease of use in Google and related software. My husband finally has a functioning calendar that we can both see and enter events into. Data import and entry is efficient and useful. We've been looking for software like this for a long time!

Pros: Google integration, and ease of use

Cons: Could use more flexibility for businesses that do business with individuals.

Easy to use

Feb 24, 2017

Denise Moore

Associate Broker

Remax Lakeshore

Real Estate, 51-200 employees

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: I use google apps for everything and Prosperworks was a great extension to keep track of my clients and potential clients. Adding in customized fields was so easy and helps me keep track of where my leads are coming from. The filters help me be able to pull a report and see who I haven't reached out to in awhile and who I need to touch base with so I can keep getting their referrals. Very easy to set tasks in Prosperworks so I can stay on task whether I'm sitting at my desk or on the go and use the app on my phone.

Highly Recommended Off-The-Shelf Product

Feb 23, 2017

Drew McWay

Consultant

Augment Advisory and Capital

Management Consulting, 1-10 employees

Used the software for: 6-12 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: We evaluated 3 different CRMs for our 2 people consulting shop, elected Prosperworks, and have been extremely pleased with our decision.

Comments: The ease of use is great, and I do like how it is customizable

Pros: It has great features that show when a contact has opened/read an email and also shows their LinkedIn page (where available)

Cons: Wish it could integrate with our in-house operations dashboard so we could upload our specific customer information. Would help with tracking customer contacts and proactive/reactive outreach

CRM review

Feb 17, 2017

Sarah Lashley

owner

Frame By Frame

Media Production, Self-employed

Used the software for: Less than 6 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

3
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: I loved the support with this program. I used it for a company I was working with and going to try again.

Pros: customer service

Cons: extra charges for integration with certain programs

Perfect Small Business Solution

Feb 09, 2017

Erica Lee

Director of Marketing

Flywheel Brands, Inc.

Management Consulting, 1-10 employees

Used the software for: 6-12 months

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: ProsperWorks is not as widely known (yet) as many other CRM providers in the industry, but it is a strong contender in the arena. It has all the basic features and more for a business that needs a CRM system, and it seamlessly integrates with Gmail/Google for Business, which is a huge plus!

Pros: The Gmail integration is vital in so many ways, including record-keeping, recalling information, setting reminders for follow-ups and organizing project-related information. It's also highly intuitive. Although there are a number of self-paced and personal training opportunities, a relatively tech savvy individual should be able to navigate it with little trouble. It also includes a capability to keep your leads separate from your actual customers, while also moving them through a pipeline that you design. The Opportunities feature does the same thing, allowing you to visually track where any sales are and analyze any snags in your process.

Cons: There are some tricks to setting up the system, but ProsperWorks support is very clear in giving new clients the proper order of operations. If you follow the onboarding steps, you'll be successful.

Recommendations to other buyers: Discuss your custom fields and pipeline progression with your onboarding specialist. Although we thought we knew exactly the way we wanted something, it turned out that we were overcomplicating things. Our specialist actually took a time to go over these details with us, asking probing questions so as to help us find a solution that wouldn't fail us.

Horrible customer service

Jan 27, 2017

ben b

owner

DIGITAL DREAMS COME TRUE, INC

Telecommunications, 11-50 employees

Used the software for: Less than 6 months

Source: Software Advice

1/5

Overall

2
/
5

Ease of Use

2
/
5

Features & Functionality

1
/
5

Customer Support

1
/
5

Value for Money

Comments: You can't get anyone on the phone, It will take days to get a response literally days later via email. I set up a final call to get my data imported and nobody showed up to the call. This was my final straw. I sent in the cancel request. After reading other reviews it looks like I need to cancel my card to end the subscription. Total waste of time. Pissed me off and it takes a lot to piss me off.

Pros: 0

Cons: Everything was a waste of my time

Recommendations to other buyers: Do not sign up. They do not have enough people to manage their system it seems like and that is a major issue if it is going to cause you issues when running your own company.

Easy and great

Jan 13, 2017

Thang Dang

SWP co.

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

3
/
5

Value for Money

Comments: Easy and great crm ever with gmail Yes. Only crm that make easier work to add entries with other details from direct gmail. Very very helpful. Use it to save lot of time and effort.